Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth

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  • Equity Scheme >  
  • Large Cap Fund
NAV: ₹ 20.7694 ↑ 0.53%
[as on 2 July, 2026]

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Returns

CAGR returns till date

CAGR returns of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth and its peers as on 2 July, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth -5.06% 0.53% 0.04% 4.53% 7.41% -3.18% 8.45% 9.21%--
SBI Large Cap FUND-REGULAR PLAN GROWTH -2.01% 0.44% 0.27% 4.37% 11.06% 0.91% 10.68% 11.39% 12.76% 12.04%
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth -5.94% 0.56% 0.41% 4.03% 7.61% -2.26% 13.34% 13.48% 13.97% 13.61%
HDFC Large Cap Fund - Growth Option - Regular Plan -4.57% 0.67% 0.9% 5.58% 9.57% -1.74% 11.21% 12.54% 11.75% 12.71%
Nippon India Large Cap Fund- Growth Plan -Growth Option -4.13% 0.54% 0.23% 4% 8.6% -1.19% 13.55% 15.32% 14.03% 14.21%
Kotak Large Cap Fund - Growth -4.83% 0.8% 0.77% 4.13% 8.23% -2.04% 11.41% 10.64% 13.11% 12.2%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns----- 29.06% 3.04% 20.49% 11.48% 5.19%

Discrete returns (monthly)

MonthSep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026
Returns -0.75% 2.48% 1.75% 0% -3.71% -1.43% -10.49% 4.75% -2.06% 4%

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 6.35% -4.66%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
96.59% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 3.41%

Equity

NameSymbol / ISINSectorWeight %
HDFC Bank LtdHDFCBANK (INE040A01034)Banks8.05%
ICICI Bank LtdICICIBANK (INE090A01021)Banks7.00%
Bharti Airtel LtdBHARTIARTL (INE397D01024)Telecom - Services6.03%
Axis Bank LtdAXISBANK (INE238A01034)Banks6.01%
State Bank of IndiaSBIN (INE062A01020)Banks5.48%
Reliance Industries LtdRELIANCE (INE002A01018)Petroleum Products4.70%
Infosys LtdINFY (INE009A01021)It - Software4.44%
Sun Pharmaceutical Industries LtdSUNPHARMA (INE044A01036)Pharmaceuticals & Biotechnology4.03%
Avenue Supermarts LtdDMART (INE192R01011)Retailing3.55%
Larsen & Toubro LtdLT (INE018A01030)Construction3.37%
TVS Motor Company LtdTVSMOTOR (INE494B01023)Automobiles3.25%
Kotak Mahindra Bank LtdKOTAKBANK (INE237A01036)Banks3.04%
Tech Mahindra LtdTECHM (INE669C01036)It - Software2.86%
Mahindra & Mahindra LtdM&M (INE101A01026)Automobiles2.77%
Craftsman Automation LtdCRAFTSMAN (INE00LO01017)Auto Components2.63%
NTPC LTDNTPC (INE733E01010)Power2.52%
Marico LtdMARICO (INE196A01026)Agricultural Food & Other Products2.40%
Ultratech Cement LtdULTRACEMCO (INE481G01011)Cement & Cement Products2.31%
Mankind Pharma LtdMANKIND (INE634S01028)Pharmaceuticals & Biotechnology2.19%
SBI Life Insurance Company LtdSBILIFE (INE123W01016)Insurance2.05%
Interglobe Aviation LtdINDIGO (INE646L01027)Transport Services1.98%
PI Industries LtdPIIND (INE603J01030)Fertilizers & Agrochemicals1.91%
Trent LtdTRENT (INE849A01020)Retailing1.65%
Swiggy LtdSWIGGY (INE00H001014)Retailing1.44%
Sedemac Mechatronics LtdSEDEMAC (INE00XB01019)Auto Components1.43%
HCL Technologies LtdHCLTECH (INE860A01027)It - Software1.33%
Dr. Reddys Laboratories LtdDRREDDY (INE089A01031)Pharmaceuticals & Biotechnology1.16%
TATA Consumer Products LtdTATACONSUM (INE192A01025)Agricultural Food & Other Products1.12%
ICICI Lombard General Insurance Company LtdICICIGI (INE765G01017)Insurance1.05%
Bank of BarodaBANKBARODA (INE028A01039)Banks1.00%
The Indian Hotels Company LtdINDHOTEL (INE053A01029)Leisure Services0.96%
Colgate Palmolive (India) LtdCOLPAL (INE259A01022)Personal Products0.93%
Jubilant Foodworks LtdJUBLFOOD (INE797F01020)Leisure Services0.88%
Info Edge (India) LtdNAUKRI (INE663F01032)Retailing0.79%
Cummins India LtdCUMMINSIND (INE298A01020)Industrial Products0.30%

Debt

NameRatingWeight %
Portfolio data is as on date 31 March, 2026

NAV history

Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
2 July, 202620.7694 0.53%
1 July, 202620.6592 0.44%
30 June, 202620.5692 -0.24%
29 June, 202620.6188 -0.69%
25 June, 202620.7620 -0.03%
24 June, 202620.7674 0.74%
23 June, 202620.6142 -0.79%
22 June, 202620.7783 0.65%
19 June, 202620.6434 -0.4%
18 June, 202620.7264 0.44%
17 June, 202620.6349 0.47%
16 June, 202620.5382 0.54%
15 June, 202620.4282 1.31%
12 June, 202620.1648 1.93%
11 June, 202619.7826 -0.27%
10 June, 202619.8361 -0.29%
9 June, 202619.8947 1.26%
8 June, 202619.6470 -0.9%
5 June, 202619.8252 -0.25%
4 June, 202619.8748 0.12%
3 June, 202619.8515 -0.09%
2 June, 202619.8693 0.46%
1 June, 202619.7777 -0.8%
29 May, 202619.9368 -1.15%
27 May, 202620.1684 0.13%
26 May, 202620.1426 -0.45%
25 May, 202620.2343 1.26%
22 May, 202619.9823 0.51%
21 May, 202619.8807 -0.54%
20 May, 202619.9896

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth?
    The latest NAV of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth is 20.7694 as on 2 July, 2026.
  • What are YTD (year to date) returns of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth?
    The YTD (year to date) returns of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth are -5.06% as on 2 July, 2026.
  • What are 1 year returns of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth?
    The 1 year returns of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth are -3.18% as on 2 July, 2026.
  • What are 3 year CAGR returns of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth are 8.45% as on 2 July, 2026.
  • What are 5 year CAGR returns of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth are 9.21% as on 2 July, 2026.